Custom solutions for protecting and managing your assets
Customized solutions that…

Are tailored to your needs, respect your career path and target your objectives.

Whether it’s protecting your wealth, your family, and your employees; building a customized portfolio of insurance products; growing and protecting your assets; finding tax-efficient solutions; ensuring the viability and profitability of your business; optimizing shareholder and company value; or achieving your various financial goals, we have the skills and knowledge to get you there.

Our services and products

Adapted to your objectives, tailor-made for you.

At every important stage of your personal and professional life, our team is there to offer you unique solutions to meet your wealth and health protection needs.

Life and health insurance

Group savings

Group insurance

We offer products for our clientele of affluent individuals, which include:

  • Term life insurance
  • Universal life insurance
  • Whole life insurance
  • Participating whole life insurance
  • Guaranteed issue life insurance

We also offer insurance products and services that will enable you to continue your business activities thanks to a risk management strategy. These products, for our business owner customers, include:

  • Loan insurance
  • Purchase and sale agreement financing
  • Co-ownership of life insurance
  • Critical illness co-ownership
  • Disability insurance
  • Insurance for professional overheads
  • Protection for key persons
  • Disability insurance
  • Critical illness insurance
  • Drug and dental insurance (independent or group continuation)

Retirement health insurance (asset protection for surviving spouse

Whether it’s a Group Registered Retirement Savings Plan (Group RRSP), a Voluntary Retirement Savings Plan (VRSP) or a Deferred Profit-Sharing Plan (DPSP), as an employer you want to offer the best to your employees.

We are committed to providing high-quality, local support services. We take great pride in the speed and accuracy of our customer service. Our team can handle your urgent requests within hours of your call and respond to the vast majority of your regular requests the same day. We want every interaction you have with our team to leave you feeling empathetic, understood, helped, and supported. When you do business with us, you become part of our family.

We will guide your employees in creating their investor profile and managing their retirement plan. It’s important that it meets their expectations and objectives. Our advisors can help them make the right tax decisions, understand how to get a good retirement plan off to a good start, and help them make the most of their investments

A comprehensive group insurance plan helps retain existing employees and recruit new ones among the best of the best. Whether it’s health care or financial security, group insurance provides physical, mental, and financial health for your employees and their families.

Thanks to our association with HUB International, we can offer you strategic planning for the group insurance program you wish to offer your employees.

Why HUB International?

HUB is Canada’s leading group insurance broker, with over 173 locations in Canada and more than 2 million customers worldwide.

Strategic benefits planning can give your company the framework and flexibility it needs to:

  • Manage healthcare costs and offer benefits that attract and retain top talent
  • Be prepared for legislative and regulatory changes that may have an impact on your business
  • Lighten your workload with the right technology solution
  • Improve the health and productivity of your employees
Our collaborators

Enhance our service and product offerings with the best in the industry

To serve you better and offer you the best products, Securvie has chosen a number of industry-leading collaborators. These collaborations enable us to offer a wider range of products and services, always with the aim of better meeting your needs.

Meet one of our specialists

We’ll work with you to create a tailor-made strategy for your personal wealth and your business.